XDS Policy of D365F&O: its hidden gems
Amigos, we all know the riches of XDS (eXtended Data Security) policies, and its vast shores of applicability. If you want to restirct data based on some preconditions, then, yes: XDS is the correct option for you. Suppose you have a requirement: you want to show the user-specific journal lines. I have created Journal J1, J2, and J5, Tome has created J3, Harry has created J6. When I would logon, I should see only J1, J2 and J5. XDS could be a very solution for all such sitations. Generally these are the steps we follow for creating an XDS policy a. Create a Query, start with a table for which you want to arrest the data, make it as a Constraint Table. b. Create an XDS policy, assign the created Query, to the policy XDS. Select the above primary table as the primary table for XDS. c. In the XDS policy, you can keep giving the tables' names which you want to arrest, one to the next. d. Select the ContextType as a 'RoleName', otherwise you can also select 'RoleProperty...